BFPW
MTB icon

BOK Financial Private Wealth’s M&T Bank MTB Stock Holding History

BOK Financial Private Wealth’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33K Sell
14
-77
-85% -$16.8K ﹤0.01% 555
2026
Q1 		$18.8K Hold
91
– – ﹤0.01% 317
2025
Q4 		$18.3K Hold
91
– – ﹤0.01% 360
2025
Q3 		$18K Hold
91
– – ﹤0.01% 309
2025
Q2 		$17.7K Hold
91
– – ﹤0.01% 330
2025
Q1 		$16.3K Sell
91
-7
-7% -$1.33K ﹤0.01% 358
2024
Q4 		$18.4K Buy
+98
New +$19.5K ﹤0.01% 334

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOK Financial Private Wealth's MTB Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its M&T Bank (MTB) stake by 85% in Q2 2026, selling an estimated $16.8K and leaving 14 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

BOK Financial Private Wealth first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.8K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • BOK Financial Private Wealth held 14 shares of M&T Bank worth $3.33K as of Q2 2026.
  • BOK Financial Private Wealth sold 77 M&T Bank shares in Q2 2026, an estimated $16.8K.
  • M&T Bank made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #555 holding.
  • BOK Financial Private Wealth first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • BOK Financial Private Wealth's M&T Bank position peaked at $18.8K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.